SalesForceDotCom Admin (SFDC) - Hands-On
SalesForceDotCom (SFDC)
Salesforce began with the vision of reinventing Customer Relationship Management (CRM). SFDC admin will help you on hands-on expertise in managing and developing apps for one of the most popular CRM products in the world.
What Will I Learn?
- Understand all of the core concepts on the exam in order to pass the Salesforce Administrator Certification Exam
- Deploy Salesforce Lightning Experience
- Roll Out Salesforce Mobile
- Use SalesforceA
About this course
Salesforce training will help you learn how to configure Salesforce, so you are able to collect, analyze and retrieve all of the vital information associated with your customer base. You will use fundamentals to understand Salesforce online application development and the deployment of next-generation cloud apps. We offer practical hands-on learning that will ensure your job success, as well as the theoretical knowledge needed to pass both Salesforce certification exams.
Who Should Attend?
- New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications
- Other groups that would benefit from deepening their knowledge of Salesforce, including power users, sales operations, and IT managers
Instructors
TBD
SFDC ADM 201 certification - Workshop
- Salesforce trial Org creation and Navigation
- User Interface Settings
- Object understanding
- User Maintanence.
- Salesforce Security - OWD, Sharing Rules, Role Hierarchy, FLS, Teams and Manual Sharing
- Standard and Custom fields
- Page Layouts
- Record Type
- Sales Process, Service Process, Lead Process, Solution Process
- Automation-Workflow
- Salesforce Relationships - Lookup, Master Detail, Junction Object
- Automation-Process Builder
- Order of Execution.
- Assignment
- Automation-Validation Rule
- Creating Public Groups, Custom Profiles and Permission Sets - Identifying Bad Data, Restricting Bad data using Required fields, Data Type and Custom Validation Rules
- Assignment
- Automation-Assignment Rules, Escalation Rules
- Queues
- Web to Lead, Web to Case, Email to Case.
- Assignment
- Duplicate Management and Data Loader, Import Wizard
- Analytics- Reports and Dashboard
- Automation-Approval Process, Flows.
Upcoming Session
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